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Driven by this trend, Broadcom (AVGO) and Marvell Technology (MRVL) have emerged as two of the most closely watched custom AI chip stocks in the US equity 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Chatter: Amazon-Backed Anthropic Agrees to $35 Billion Computing Deal With Lambda","url":"https://stock-news.laohu8.com/highlight/detail?id=2664283239","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664283239?lang=en_us&edition=fundamental","pubTime":"2026-09-01 16:44","pubTimestamp":1788252282,"startTime":"0","endTime":"0","summary":"Amazon-backed  Anthropic has agreed to a $35 billion computing deal with Nvidia-backed  cloud provider Lambda to rapidly expand its AI capacity, Bloomberg reported Monday, citing an unnamed person familiar with the matter.The report said the project involves a Texas data center being developed by Hut 8, with Nvidia reportedly holding the lease.Lambda is also in talks to raise up to $3 billion at a potential valuation of $12 billion or more, Bloomberg reported.Anthropic did not immediately respond to MT Newswires' request for 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Becomes Much More Credible Custom AI Chip Contender After Nvidia Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2664314148","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664314148?lang=en_us&edition=fundamental","pubTime":"2026-09-01 15:53","pubTimestamp":1788249180,"startTime":"0","endTime":"0","summary":"0753 GMT - MediaTek becomes a much more credible custom artificial-intelligence chip contender after Nvidia's strategic investment, Citi analyst Laura Chen says in a research note. The deepening alliance between the two companies could turn MediaTek to one of the principal custom-silicon design platforms inside the broader Nvidia ecosystem, from a chip maker with a few large custom AI chip wins, Chen says. That could materially increase both the number and longevity of MediaTek's custom AI processor opportunities in the longer term, she notes. Meanwhile, the expanded collaboration with Nvidia now gives MediaTek AI growth opportunities in three areas: custom AI chips, AI PCs, as well as physical AI, she added. Shares last ended 9.9% higher at 4,315 New Taiwan 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Data-Center Storage Demand Set to Rise Further in 3Q","url":"https://stock-news.laohu8.com/highlight/detail?id=2664891836","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664891836?lang=en_us&edition=fundamental","pubTime":"2026-09-01 14:26","pubTimestamp":1788243960,"startTime":"0","endTime":"0","summary":"0626 GMT - AI-driven demand for storage used in cloud computing and AI systems is set to keep rising this quarter, supporting strong growth for NAND flash makers even as Chinese rivals expand output, according to TrendForce. The research firm says revenue for the world's top five suppliers of enterprise SSDs, the high-performance storage drives used in AI servers and data centers, more than doubled from the previous quarter in 2Q. Demand is expected to remain strong in 3Q, driven by wider adoption of generative AI services, continued cloud infrastructure spending and shipments of certain Nvidia AI server racks. Samsung remains the market leader, followed by SK Hynix and Micron, which posted the fastest growth among the top five suppliers, TrendForce 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E2E Networks Gains on $105 Million AI Cloud Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2664356078","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664356078?lang=en_us&edition=fundamental","pubTime":"2026-09-01 14:15","pubTimestamp":1788243321,"startTime":"0","endTime":"0","summary":"BUZZ-India's E2E Networks gains on $105 million AI cloud deal** Artificial intelligence and cloud infrastructure company E2E Networks's sharesEENE.NSrise as much as 5% to 649.65 rupees apiece; last up about 2%** Uptick after EENEsignsa binding term sheet with a domestic sovereign AI company for Nvidia Blackwell cloud graphics processing units  and allied services** Arrangement carries an aggregate contract value of 10 billion rupees  and continues through June 2029, says EENE** \"The engagement provides greater revenue visibility over a multi-year horizon,\" says Nitin Jain, chief financial officer of EENE** EENE shares have 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Secures $3.5 Billion Investment from Nvidia; Shares Jump 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880976","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880976?lang=en_us&edition=fundamental","pubTime":"2026-09-01 11:58","pubTimestamp":1788235087,"startTime":"0","endTime":"0","summary":"Semiconductor giant Nvidia agreed to invest $3.5 billion in Taiwanese chipmaker MediaTek  through the subscription of convertible bonds, according to a Monday statement.MediaTek shares jumped 10% in Tuesday's trade.The move is aimed at deepening a partnership between Nvidia and MediaTek. Under the expanded agreement, MediaTek will adopt Nvidia's NVLink Fusion platform, designed to help hyperscalers, cloud providers, and AI model developers build custom accelerator chips that connect into Nvidia's rack-scale data center systems.The pact also entails enhancing existing collaboration on Nvidia RTX Spark and DGX Spark chips for consumer and enterprise PCs, as well as AI-powered automotive platforms built around MediaTek's Dimensity Auto 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AI Ambitions Get Lift from Nvidia, Alphabet Backing","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880557","media":"Dow Jones","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880557?lang=en_us&edition=fundamental","pubTime":"2026-09-01 11:36","pubTimestamp":1788233760,"startTime":"0","endTime":"0","summary":"0336 GMT - MediaTek's push into custom AI chips could gain momentum after Nvidia and Alphabet backed its $3.9 billion convertible bond sale, strengthening a partnership that Morgan Stanley analysts say may help the Taiwanese company win additional customers. Morgan Stanley says the deeper alliance strengthens MediaTek's position in AI infrastructure and could improve its chances of winning a second or even third cloud-service provider as a customer for its custom-chip business. That could provide upside to the company's long-term AI revenue outlook. The brokerage maintains its overweight rating on MediaTek and says the company could also benefit from a closer relationship with Alphabet on AI chip 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